When a document is signed in Docusign, store the document in OneDrive.

■Overview

This is a flow where, once a document is executed in Docusign, the certificate is downloaded and stored in OneDrive.

‍

■Recommended for

1. Those who frequently need to manage and store contracts

Legal or contract management personnel
Sales representatives or sales managers
Business owners or business development personnel

2. Those who want to reduce manual certificate downloading and file storage tasks and aim for automation

Small business owners aiming for business automation and efficiency
Personnel who want to efficiently organize and store contracts

3. Those who use DocuSign and OneDrive regularly

Legal teams using DocuSign for contract execution
Personnel using OneDrive for data storage and sharing

‍

■Benefits of using this template

・Manual management and downloading of certificates are no longer necessary, as certificates are automatically saved to OneDrive, making management easier.

・By using OneDrive, members can access certificates anytime and anywhere.

‍

■Notes

‍・Please integrate Yoom with both DocuSign and OneDrive.

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About the Apps You Use

DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

Related apps

DocuSign

Templates using

Add to Microsoft Excel when the agreement is completed in DocuSign.

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This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

View details Try it

Notify on Discord when the contract is completed in DocuSign.

Try it

View details Try it

Notify Microsoft Teams when an agreement is completed in DocuSign.

Try it

View details Try it

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Microsoft OneDrive

Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.

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Microsoft OneDrive

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Create a OneDrive folder with one click from the Notion database

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Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.‍

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Analyze all files in OneDrive with ChatGPT to generate Q&A.

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This is a business workflow that automatically analyzes all files in OneDrive using Yoom and ChatGPT to generate Q&A. By analyzing all files in OneDrive with ChatGPT, it automatically generates Q&A that allows quick access to the necessary information.

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Automatically upload attachments received via email to OneDrive and notify on Microsoft Teams.

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This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.

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About the apps you use

DocuSign

see details

Templates

Add to Microsoft Excel when the agreement is completed in DocuSign.

Try it

This is a flow to add to Microsoft Excel once the contract is completed with DocuSign. It eliminates manual work, prevents input errors and omissions, and leads to accurate information sharing.

View details Try it

Add to Microsoft Excel when the agreement is completed in DocuSign.

Notify on Discord when the contract is completed in DocuSign.

Try it

View details Try it

Notify on Discord when the contract is completed in DocuSign.

Notify Microsoft Teams when an agreement is completed in DocuSign.

Try it

View details Try it

Notify Microsoft Teams when an agreement is completed in DocuSign.

Similar apps

Microsoft OneDrive

Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.

see details

Templates

Create a OneDrive folder with one click from the Notion database

Try it

View details Try it

Create a OneDrive folder with one click from the Notion database

Analyze all files in OneDrive with ChatGPT to generate Q&A.

Try it

View details Try it

Analyze all files in OneDrive with ChatGPT to generate Q&A.

Automatically upload attachments received via email to OneDrive and notify on Microsoft Teams.

Try it

View details Try it

Automatically upload attachments received via email to OneDrive and notify on Microsoft Teams.

Similar apps

see details

Templates

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Related apps

No items found.

API Actions That can be No-Code

Executable API actions

Flowbot triggers

When the envelope is completed

When a file is created or updated in a specific folder

When a folder is created or updated in a specific folder

Flowbot operations

Create Envelope

Create and Send Envelope from Template

Retrieve Information of a Specific Envelope

Get Document Information for a Specific Envelope

Download a Document from a Specific Envelope

Download Certificate of Completion

Void a Specific Envelope

Send Envelope

Add Attachment to Envelope

Add or Update Documents in an Envelope

Place Fields on a Document

Pre-fill Values for Document Fields

Pre-fill Values for Document Fields (Radio Buttons)

Search Folder/File

Retrieve List of Files in Specific Folder

Create Folder

Download File

Upload File

Copy a File

Create Excel File

Grant Permissions to Folder or File

Change Folder or File Name

Create Share Link

Delete File/Folder

Move File to Another Folder

Flowbot triggers

When the envelope is completed

Flowbot operations

Create Envelope

Create and Send Envelope from Template

Retrieve Information of a Specific Envelope

Get Document Information for a Specific Envelope

Download a Document from a Specific Envelope

Download Certificate of Completion

Void a Specific Envelope

Send Envelope

Add Attachment to Envelope

Add or Update Documents in an Envelope

Place Fields on a Document

Pre-fill Values for Document Fields

Pre-fill Values for Document Fields (Radio Buttons)

Flowbot triggers

When a file is created or updated in a specific folder

When a folder is created or updated in a specific folder

Flowbot operations

Search Folder/File

Retrieve List of Files in Specific Folder

Create Folder

Download File

Upload File

Copy a File

Create Excel File

Grant Permissions to Folder or File

Change Folder or File Name

Create Share Link

Delete File/Folder

Move File to Another Folder